jd.com has increased its takeout business, and some brands have revealed the difference in rates: meituan, ele.me > jd.com > douyin
2024-09-28
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red star capital bureau reported on september 28 that recently, jd.com (jd.us; 09618.hk) has increased its takeout business. the jd.com app shows that this business has been placed in the "instant delivery zone", and you can currently place orders for products from large supermarkets such as walmart and hema, coffee and milk tea such as luckin and bawang chaji, and urgently needed digital products such as xiaomi home.
red star capital bureau noticed that in the jd.com app, the "second delivery" entrance and the "home page" are folded in parallel, and you can also jump to the "second delivery zone" through the home page. jd.com has yet to respond to the progress and planning of this business.
left: jd.com app home page "send delivery" entrance right: jd.com app "send delivery" page source: jd.com app
a brand revealed the difference in charging rates across multiple platforms:
meituan, ele.me>jd.com>douyin
on september 28, a national hotpot chain brand that was negotiating to join jd.com’s “instant delivery” revealed to red star capital bureau that judging from the rates charged by the platform, meituan, ele.me > jd.com > douyin. in terms of delivery costs, if a takeout order of the same weight costs 100 yuan, compared with meituan’s charges, within 2.5 kilometers, jd’s “second delivery” is 2.2 yuan cheaper; within 5 kilometers to 8 kilometers, jd’s “second delivery” is 4.19 yuan cheaper. . judging from the commission ratio, compared with meituan’s cost ratio of 20%-25%, the cost of “instant delivery” to jd.com is about 16%-18%.
with such a discount, the attractiveness to this merchant still needs to be measured. the brand explained that entering a new platform is not simply about opening an account, but also requires investment in operational manpower. at the same time, the dada express delivery system used by jd.com for "instant delivery" has been used before, but its capacity is insufficient. in extreme cases, no one took the order 20-30 minutes after the meal was delivered. moreover, jd.com’s “instant delivery” has not yet provided a satisfactory solution for the situation of spilled, leaked or lost take-out meals that catering companies are concerned about.
currently, bawang tea ji has settled in jd.com’s “instant delivery” service. on september 28, bawang chaji told red star capital bureau that the main purpose of entering jd.com’s “instant delivery” is to test new takeout delivery channels to expand more new users. at present, the "miao delivery" platform attracts businesses through preferential and low-price rates, as well as user subsidies and other policies. there is still room for optimization in terms of its take-out delivery infrastructure and supporting experience for key customers.
jd daojia was launched in 2015
in jd.com, the prototype of the food delivery business began in 2015. jd daojia was launched as an independent wholly-owned subsidiary to test the local life business. in june 2022, xin lijun, then ceo of jd.com retail, announced that jd.com had considered entering the food delivery business. "as for when to start, it depends on our capabilities and when we can build a talent team."
in may this year, jd.com upgraded its instant retail business to "jd instant delivery", integrating the original jd.com, hourly delivery and other businesses, shouting slogans such as "delivery in as fast as 9 minutes" and "9 yuan and 9 free shipping", and launched "on-time delivery". "guarantee" service, compensation for overtime orders.
after 9 years, the reason why jd.com is increasing its takeout business has been traceable before.
on september 17, jd.com completed the purchase of dada group shares held by a walmart subsidiary. so far, jd.com has acquired all shares of dada held by walmart, increasing its shareholding ratio to 63.24%.
in the second quarter of this year, dada's catering business grew significantly. its chief financial officer mao jun said at the second-quarter earnings conference call, "in the second quarter, the overall revenue of chain merchants increased by nearly 50% year-on-year. among them, the net income of restaurant chain merchants increased by nearly 80%, and the number of new stores more than doubled year-on-year. " he said that from the perspective of business development trends, the demand for on-demand takeaway services in catering, beverages, supermarkets and other industries is still growing rapidly, and the catering key customer business is the top priority this year.
from the perspective of the food delivery market, meituan (03690.hk) is still the king. its semi-annual report showed that revenue in the first half of the year was 155.527 billion yuan, a year-on-year increase of 22.9%; profit during the period was 16.72 billion yuan, a year-on-year increase of 107.8%.
douyin, a new player that has entered the food delivery market in a high-profile manner, has been rumored twice to acquire ele.me. but around august, douyin’s takeout was included in the “hourly delivery” instant retail business under douyin e-commerce. currently, douyin’s takeout button is the last digit on its group purchase page.
red star news reporter cheng luyang
editor deng lingyao
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